Best Practices for Refining Your Personal Brand
Let’s start with the obvious: the financial advisory business is a personal business. Our success depends on building relationships with our clients — relationships built on trust. And then, as financial planners and wealth managers, we must perform and communicate
What is Client Lifetime Value by Gretchen Halpin on Advisor Perspectives
Our Co-Founder Gretchen Halpin was featured in Advisor Perspectives about differentiating yourselves in the marketplace and how finding client lifetime value (CLV) can help financial advisors maximize their resources. Read the full article by clicking here.
How to Get Referrals without Sounding “Salesy”
Even people who sell for a living don't like to feel like they’re getting “sold,” right? Maybe that’s why so many of us find it difficult to ask for a referral. After all, we’ve just finalized the agreement, the contract
Technology and the Client Experience: Current Trends
Not so many years ago, if a financial advisory firm was able to offer a secure client portal for uploading documents and viewing account information on the website, the feature could be touted as a serious value-add. But now, secure
Telling Your Clients the Dimensional Story
Everybody loves a good story. And they love it even more when it helps them understand something they really need to know. As financial advisors, we sometimes get so caught up in the day-to-day “busyness” of our work and our
Defining Success: A Goal-Setting Framework for Your Advisory Team
What does success look like for you in 2021? That’s the question you want to answer for yourself when you embark on year-end planning. It always starts in November. Advisors frantically work to finish the year strong, while planning for the
Market Volatility: Does the Wait-and-See Approach to Communication Work?
Crisis situations are realities that every business or organization must be prepared to deal with — whether it’s a market downturn like the one we saw this past spring, or a major global event such as the coronavirus pandemic. Often,
Are You Thinking of COIs All Wrong?
This is a term that needs no definition or explanation. Whether we refer to them as the popular acronym "COIs," as referral sources, or as professional partners, it’s safe to say that "centers of influence" are an invaluable element of
Time-Saving Strategies to Generate Winning Content
Without quality content, you can’t have an effective digital marketing strategy. The right keywords, quality backlinks, and high SERP rankings can all drive traffic to your site. But the only way you will keep visitors on your site and convert them
It’s Time to Get Real About Speaking Gigs
Picture it: You’re sitting in the audience of the conference you attend every year, notepad balanced on your lap, PowerPoint slides displayed on a large monitor in front of you. The speaker line-up is filled with industry experts, thought leaders